ZANT PLATFORM - COACH FEATURES
Dashboard
Your central hub showing:
Upcoming sessions calendar
Recent client activity
Revenue overview and analytics
Quick access to key actions
Session statistics and performance metrics
Public Profile
Your marketplace presence where potential clients find you:
Profile photo and banner image
Bio and coaching style
Certifications, awards, and specialties
Industries and coaching focus areas
Languages and timezone
Video introduction
Pricing and packages display options (public pricing or consultation-only)
Reviews and ratings from clients
Press links and website
Custom shareable URL (e.g., zant.com/yourname)
Clients
Manage your client roster:
View all active and archived clients
Client profiles with goals and progress tracking
Session history per client
Private notes for each client
Invite new clients (with marketplace access control)
Track client milestones and achievements
Availability
Set your coaching schedule:
Weekly availability by day and time
Buffer time between sessions
Blackout dates for vacations/unavailability
Timezone settings
Integration with calendar systems (Google, Outlook, Apple)
Sessions
Manage all your coaching appointments:
View scheduled, completed, and cancelled sessions
Session details and client notes
Video meeting links (Zoom, Google Meet, Teams)
Reschedule or cancel sessions
Mark no-shows
Add coach notes and progress tracking
Link sessions to client goals
Workflows
Automate your coaching business:
Create automated sequences for client onboarding
Send scheduled follow-ups and resources
Trigger actions based on session milestones
Email and task automation
Sales Pipeline
Track prospects and conversions:
Lead management and status tracking
Move leads through stages (prospect → qualified → converted)
Contact information and notes
Follow-up reminders
Conversion tracking
Offerings
Package your coaching services:
Create session packages (e.g., 6 sessions for $X)
Set pricing for individual sessions vs. packages
Define package validity periods
Offer subscription-based coaching
Create recurring session schedules
Free consultation options
Financials
Monitor your coaching income:
Revenue dashboard and trends
Transaction history
Platform fees breakdown
Earnings by client or time period
Payment status tracking
Stripe Connect account management
Content
Share resources with clients:
Upload documents, worksheets, and guides
Video courses and audio programs
Lock content behind payment
Set pricing for digital products
Track content engagement
Public vs. private content settings
Contracts
Manage coaching agreements:
Upload contract templates
Send contracts for client signature
Track signing status
Store signed agreements
Create reusable templates
Messages
Communicate with clients:
Direct messaging with all clients
Conversation history
File attachments
Read receipts
Notifications for new messages
Events
Host group coaching and workshops:
Create virtual or in-person events
Set event capacity and pricing
Custom registration questions
Calendar invites to attendees
Registration management
Integration with video platforms
The Hub
Access coach resources:
Platform training and best practices
Partner discounts and offers
Coach community resources
Marketing templates
Business growth tools
ZANT PLATFORM - CLIENT FEATURES
Dashboard
Your coaching journey overview:
Upcoming sessions
Goals and progress tracking
Recent documents and resources
Quick access to your coach(es)
Session history and insights
Find Coaches
Discover your perfect coach:
Browse marketplace of verified coaches
Filter by specialties, industries, coaching style
View coach profiles, bios, and credentials
Read reviews and ratings
See pricing and availability
Book consultation or first session
Discover
Explore coaching content and resources:
Featured articles and guides
Video content and courses
Workshops and events
Recommended resources based on your goals
Partner offers and discounts
Sessions
Manage your coaching appointments:
View upcoming, past, and cancelled sessions
Session details and meeting links
Add preparation notes before sessions
Review coach notes after sessions
Reschedule sessions
Provide session feedback and ratings
Track progress linked to goals
Messages
Stay connected with your coach:
Direct messaging with coach(es)
Conversation history
Share files and resources
Notifications for new messages
Documents
Access your coaching resources:
View shared worksheets and homework
Download coaching materials
Watch video content and courses
Complete assignments
Track unlocked/purchased content
Events
Attend group coaching sessions:
Browse upcoming workshops and events
Register for events
Receive calendar invites
Access event recordings (if available)
Network with other participants
SHARED FEATURES (BOTH COACH & CLIENT)
Settings
Manage your account:
Profile information and photo
Email and notification preferences
Timezone settings
Password and security (2FA available)
Account type and membership
API keys (for coaches)
Referrals
Grow the Zant community:
Share your unique referral code
Invite friends to join as coaches or clients
Track referral status
Earn rewards for successful referrals
Partner organization codes (e.g., ICF chapters)
Notifications
Stay informed:
Session reminders
Message notifications
Payment confirmations
Client activity updates
System announcements
Email and SMS preferences
Night Mode
Customize your viewing experience:
Toggle between light and dark themes
Reduces eye strain for evening use
Preference saved across devices
ENTERPRISE & VC FUND FEATURES
Enterprise Dashboard
For companies offering coaching to employees:
Team overview and coaching utilization
Budget tracking and spend
Employee engagement metrics
Concierge service requests
Team Management
Invite employees to platform
Assign coaching budgets per employee
Track coaching sessions usage
Restrict or open marketplace access
Multiple admin account support
Analytics
Coaching ROI and impact metrics
Employee participation rates
Budget utilization trends
Coach performance insights